P ortfolio Analyst A bout Us –

P eakAlpha is an award winning, SEBI-registered, Mutual Fund Distributor and wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Nineteen years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates.

P eople are at the center of what we do because money ultimately must work for people and help them realize their goals.

W ith state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional journeys, families and individuals.

P eakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives.

J ob Location – Bangalore (Hybrid)

R eporting to – Senior Manager and above

K ey Responsibilities –

C

- reating and managing tailor-made portfolios for clients that meet their financial needs and requirements P- roviding timely and sound financial advice to maximize client benefits E- nsuring active client engagement and participation in financial planning through after-sales service and client outreach G- enerating revenues by aligning appropriate financial instruments to meet client’s financial goals.



Job involves working with reasonable targets A- cquiring recent clients through referrals and innovative marketing initiatives

R- epresenting the organization in public and corporate-sponsored events C- onducting workshops in organizations as part of go-to market strategy Q

ualifications – P

- ostgraduate in any discipline

C- ertified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B M- inimum 1 year of industry experience C- andidates with experience in financial services industry is mandatory R

equired Skills-

E

- xcellent communication, interpersonal and listening skills C- apability to explain complex information in a simple manner A- bility to network and establish relationships with clients R- esearch and analytical skills

N- egotiation and influencing skills as well as determination and tenacity S- trong entrepreneurial drive W- illingness to try new ideas and take calculated risks A- bility to engage with people and build deep and high-quality relationships

B

enefits – G

- rowth and learning opportunities, working with the best financial advisors in the industry F- lexible work hours & Hybrid model A- culture high on ethics and people focus, with opportunities for advancement and development

A- n opportunity to work in a high impact role C- ompetitive remuneration and incentive structure *

*Please send your resumes to [email protected] and be part of an organization that is on

a high growth trajectory! ** *

📌 Portfolio Analyst (Bengaluru)
🏢 peakalpha investment services
📍 Bengaluru